Phillips Financial Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023
SELL
$43.48 - $46.24 $56,089 - $59,649
-1,290 Reduced 57.74%
944 $0
Q3 2022

Nov 08, 2022
BUY
$43.92 - $47.21 $98,117 - $105,467
2,234 New
2,234 $98,000

Others Institutions Holding TFI

# of Institutions
323
Shares Held
67.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

TFI Quotes by TradingView
  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email